HelloLeads CRM vs Wheel ERP

HelloLeads CRM keeps your whole sales pipeline in your pocket. Capture a lead, set a follow-up, add a to-do, send a quote, raise an invoice, and record the payment, all from your iPhone. Capture leads from anywhere Scan a business card, scan a QR code at an event, import your contacts, or pull in enquiries from Facebook, Google, LinkedIn, and your website forms. Everything lands in one place. Follow up on time, every time Set a follow-up and we'll remind you with an alarm, even when the app is closed. Add the Home Screen widget to see today's follow-ups at a glance. Sync them to Apple Calendar if you like. Every call, note, comment, and file stays on the lead's timeline, so you always know where you left off. Keep your to-dos in the same place Add tasks, set a due time, and get an alarm when it's due, even when the app is closed. Your follow-ups and to-dos sit side by side, so nothing sales-related lives in a separate app. Send quotes and invoices Create a quote for a lead, turn it into an invoice, and share it with the customer. No switching to another tool or retyping details. Record and track payments Record payments as you receive them, either against a lead or against a specific invoice. See what's been billed, what's been paid, and what's still pending, so you never have to chase payments from memory. Find anything fast Search across leads, follow-ups, to-dos, and teammates from one place. Filter by stage, potential, source, city, deal size, follow-up date, and more, then sort and group the way you work. Use Map View to see leads near you. Work as a team Assign leads, comment on them, and attach files. Role-based access means people only see what they need. Check in and out of customer visits to log field activity. See how your team is doing Reports on activity, communication, and sales performance, plus lead insights by stage, source, and more. Export them when you need to share. Light and Dark Mode included. Used by 40,000+ businesses in 30+ countries. Questions? We’re here to help. Email: support@helloleads.io

Wheel ERP: Streamlining CRM and Task Management Wheel ERP is a comprehensive Customer Relationship Management (CRM) app designed to simplify your sales, client engagement, and task management processes. With features such as lead management, deal tracking, follow-up scheduling, voice note integration, and calendar viewing, Wheel ERP makes client management efficient, organized, and accessible on the go. Key Features: Leads Management: Effortlessly add and manage leads, capturing essential details such as name, email, and phone number. Leads are automatically saved, even when offline. Lead Drafts: No internet? No problem. Offline lead entries are saved as drafts locally, ensuring you never lose data. Once back online, simply sync drafts to seamlessly integrate them into your main lead list. Deals Tracking: Easily convert leads into deals by creating entries tailored to client requirements. Deals are linked directly to leads, simplifying client need tracking and sales opportunity management. Save locations while adding deals for effective field visit management. Follow-ups: Schedule and manage follow-ups for meetings, calls, or other client interactions. Set reminders, edit follow-ups, and view upcoming engagements to stay organized and maintain strong client relationships. Calendar Integration: View holidays, tasks, and events within the in-app calendar for improved scheduling and time management. While this version is view-only, adding tasks, holidays, and events can be done through the web version. Editing capabilities will be added in future updates. Voice Notes: Quickly record audio notes for leads on the go. Audio notes are saved locally and can be converted into lead entries. When creating a lead from a voice note, choose to sync the audio to the server or keep it stored locally. Seamless Authentication and Secure Login: Begin by selecting your domain or subdomain for secure authentication. Log in with verified credentials to access all features and client data within a secure interface. Dashboard Clock-In/Clock-Out: Track attendance seamlessly with Clock-In and Clock-Out functionality available on the dashboard. This ensures accurate records of field visits and work hours. Newly Added: Attendance Module The new attendance module allows admins to view attendance records on a daily basis and employees on a monthly basis. Admins can monitor employee presence, absences, and late counts across all days, providing a clear and comprehensive overview of attendance metrics.